Salesforce Learning Strategies for Newbies with Admin Evangelists

Salesforce Admins Podcast

Today on the Salesforce Admins Podcast, we sit down for another cup of coffee with Gillian, Josh Birk, Jennifer Lee, and me, Mike Gerholdt.

Join us as we chat about how to get help learning Salesforce when you’re new to the community and where to get guidance for Trailhead.

You should subscribe for the full episode, but here are a few takeaways from our conversation with the Admin Evangelist Team.

"I’m new to the community and I need help learning Salesforce, but I get lost in the different trails. Can someone guide me?”

Every month, Gillian, Developer Evangelist Josh Birk, and I sit down with a cup of coffee and a topic. This time, we’re also joined by the one and only Jennifer Lee. For October, we’re tackling one of our most frequently asked questions: how do I get started learning Salesforce?

Join us as we discuss:

• Why it’s important to “learn the nouns” by reading Salesforce blog content to guide your work in Trailhead.

• How learning to do a specific thing can give you the context you need to choose Trailhead topics.

• Why you should pay special attention to hands-on Trailhead modules and community stories.

• Why learning Salesforce starts with understanding why companies use it in the first place.

• The importance of getting involved with the Trailblazer community, even if you’re just listening in.

• Why everyone in the Salesforce community wants to pay it forward.

• How to find your local Trailblazer community group.

• What you can learn from working with your own personal dev org.

• How Gillian made a Salesforce app to help organize her wedding.

Podcast swag

• Salesforce Admins on the Trailhead Store

Learn more

• Admin Trailblazers Group

• Find a Trailblazer community group near you

• Salesforce Admins on YouTube

• Automate This! on YouTube

October podcast episodes

• Make a Cybersecurity Plan with Garry Polmateer

• Sales Cloud Core with Ketan Karkhanis

• Einstein Lead Scoring with Kalpana Chauhan

Social

• Josh: @JoshBirk

• Jennifer: @JenWLee

• Salesforce Admins: @SalesforceAdmns

• Mike on Threads: https://www.threads.net/@mikegerholdt/

• Mike on Tiktok: https://www.tiktok.com/@salesforce.mike

• Mike on X: @MikeGerholdt

• Gillian on X: @GillianKBruce

Full Transcript

Mike Gerholdt: So this month on Coffee With Evangelists, we're going to the Trailblazer Community for inspiration and discussion. Not that you aren't a daily inspiration for us, but this category of question really seems to pop up a lot. And that question is, I'm new to the community and I need help learning Salesforce, but I get lost in all of the different trails. Can somebody guide me? So joining us this month, in October, maybe with pumpkin spice in their latte, is my co-host, Gillian Bruce, host of the Automate This and Everything Flow, Jennifer Lee and, of course, the godfather of Trailhead, Josh Birk. Welcome all.

Josh Birk: Hello Mike.

Jennifer Lee: Hello.

Gillian Bruce: Hello. Hello.

Mike Gerholdt: Did you put pumpkin spice in anything? Do you pumpkin spice things now?

Josh Birk: I don't avoid it, but I don't seek it out, either. I honestly don't see the appeal, to be frank.

Jennifer Lee: Same. Outside of pumpkin seeds, I'm not really a pumpkin person.

Josh Birk: The pumpkin seeds, that's a good ...

Mike Gerholdt: I forgot about that. Like, roasting them? If you roast them in the oven?

Gillian Bruce: Jen, do you do that after you carve your pumpkins? Or do you get pumpkin seeds from the store and roast them?

Jennifer Lee: Pumpkin seeds from the store. I've not really carved pumpkins myself.

Mike Gerholdt: Really? Oh wow. Heard it here first. Breaking news.

Josh Birk: It's a task. It's a lot of work.

Mike Gerholdt: It is, and it's not fun.

Gillian Bruce: I disagree.

Josh Birk: A lot of it's not fun. I love the carving part, but I kind of wish somebody would do all the prep for me and then just going to be fun.

Gillian Bruce: You know like the gooey emptying out part of all the pumpkin guts? That's the best part.

Mike Gerholdt: That is the worst part. I'm with Josh, I'm with you on the carving. With the reaching in for the guts and the stringiness?

Josh Birk: It's not a texture thing for me. I get bored with that step so quickly and yet, I'm so I want to be methodic and make it the cleanest pumpkin inside as possible that I just get, I just get annoyed by it by the time I get to that stuff.

Gillian Bruce: Just get a nice sharp spoon, and go for it.

Mike Gerholdt: I carved a pumpkin, just on the inside.

Gillian Bruce: I have a girlfriend who was so obsessed with pumpkin seeds that for the many years that we were both single and not carving pumpkins with families, she would literally come over, we would scoop out the insides of the pumpkin and stop there because all she wanted to do was roast the seeds. They're like, cool. So we have a hollow pumpkin.

Jennifer Lee: Now, I don't know if you all have something like this, but we have a zoo that we go to in Rhode Island and during Halloween they have all these pumpkins that people carve and then they parve some really complex designs in them. There were like Martha Luther King, Michael Jackson. It's pretty cool.

Gillian Bruce: That's next level.

Josh Birk: I think they do that at the Lincoln Park Zoo here. I know they do Festival of Lights and stuff like that, which is usually pretty cool.

Mike Gerholdt: I do have an empty field in my development and I would love to do, if you watch on, I think it's on, it used be on ...

Gillian Bruce: Pumpkin chuckin'?

Mike Gerholdt: Yes. Pumpkin chucking.

Gillian Bruce: They do it in Delaware. It's amazing. I got to go there when I was in DC.

Mike Gerholdt: Those things are Legit.

Mike Gerholdt: People spend the whole year building those things.

Gillian Bruce: They're basically these homemade catapults that people launch pumpkins off of and see how far they can launch the pumpkins. It is so fun. They do it this big huge field in Delaware. The limited amount of time I spent in DC I got to go view this in person one time. It was so amazing.

Mike Gerholdt: I mean, they have trebuchets, as well.

Gillian Bruce: Yeah, yeah.

Mike Gerholdt: But the air cannons, the air cannons are the ones that send it football fields.

Gillian Bruce: Wow. So fun. So fun.

Mike Gerholdt: Oh, I just like the splat part.

Gillian Bruce: And that's exactly how you start learning about Salesforce.

Josh Birk: Take a pumpkin.

Mike Gerholdt: Okay, so I pulled this question out. I mean, Gillian, Josh, Jennifer, we've all been around the community for, I told somebody I was like, "Oh, like a decade and a half." And they're like, "Oh wow." And I was like, "Oh God, that doesn't make me feel old."

Gillian Bruce: It's okay, Mike, you started when you were 15. It's fine.

Mike Gerholdt: I did, totally, yes. But I think we've had different onboarding experiences and I wanted us to put that fresh hat on of like, okay, so what if we were brand new Salesforce admins today, knowing what we know that Trailhead exists and there's help documentation, how would we tackle it? Because I feel like the beauty of hindsight is, oh, we know all this stuff now here's how I'd go back and do it, having known that, but not, right? So, that's what I'm throwing out. And of course, it's great that we have Josh on because you built Trailhead.

Josh Birk: And it's interesting to me because how you phrased this, right, was like, I know I need to learn Salesforce, I know about Trailhead. It's not a lack of discoverability of Trailhead, the product itself. It's that Trailhead itself has gotten so complicated that it's hard to just jump in and take the right trails and just get to exactly where you want to go. Why that's interesting to me is that was partially the problem we were trying to fix in the first place. Trailhead used to be so simple. It was like, you're a beginner admin, go here, boom, you're done. Because there wasn't, I don't know how many badges we're up to at this point. Jen probably knows. I think you have them all, right?

Mike Gerholdt: Right. I was going to say, "How many badges does Jen have?" That's how many we're up to.

Josh Birk: That's how many we're up to. So it's interesting that we have developed ourselves into this problem, and I think that's really where it comes down to is, it's like I do this joke. Nobody ever asked me about the zebra that I have in my room. Well, why not? Because who would think I have a zebra in my room. Unless you know the noun, it's hard to go after the information itself. So I think in this day and age where we don't have a lot of workshop tours, we don't have the beginning webinars, I think learning the nouns might be first step. Just start reading the blogs and start reading what is it like to develop and administer on this platform and then dive into the Trailhead, tracking those downs down. Because one thing about Trailhead is that it was intended to be atomic, which means that if you want to just go learn about flow, you can just go learn about flow. Or if you just want to learn about one thing, you can do that. So you can choose your own adventure, so to speak, when it comes to learning a trail.

Mike Gerholdt: Josh, I can't help but think of your answer in the same way that college is difficult to navigate, too. You go back a hundred years, I'm sure colleges had what, 10 majors and now there's canoeing. I'm sure you could get a degree in canoe. You could probably get a PhD in ...

Josh Birk: You probably could get a PhD.

Mike Gerholdt: ... water, hydration, floating. It would be something fancy. But the catalogs are super difficult, but people still manage to get through it. It's because, I think, there's one destination in college and I think we imply, or do we imply, that because other things, there's one way to learn Salesforce and people just can't figure out that one way.

Josh Birk: And also people don't, not everybody learns the same way, right? Developers are, frequently people who like to go in and take existing pieces of code and then pull them apart and put them back together again, which is an exercise we have in places in Trailhead, I think, but not consistently. So, I'd be curious to know how many people rely more on say, stack exchange than ever before because of the level of complexity of the platform these times.

Gillian Bruce: Well, and you said it's the way people learn. For me, I remember the one thing I took, God, I think I took ADM 201 three times before it finally stuck with me, and I still got out of that course at the last time I took it. I was like, "What did I just do? I have no idea." 'Cos I didn't have the context for how to use this. Now this is pre-Trailhead, but for me it was, "Oh, I should build an app to do this thing," and then going through and doing that, now also, this was right when we were transitioning to Lightning, so there was a lot of push to test and do things, but for me it was putting context behind, I'm trying to accomplish a thing and I'm going to go build the thing. And the parts of Trailhead that really work for me are the projects, right? Because you're working towards completing a specific goal or task versus, here go play around and build a formula or this is how Omnichannel works. Like, okay, "But I need context. How is this fitting into the bigger picture of things?" So I'm a learn by doing person, which Trailhead has a fair amount of that, but I'm more project oriented in Trailhead than I am straight up modules.

Jennifer Lee: Yeah, I agree with you, Gillian. I learn best by doing. And so back in the day when I was learning Salesforce, I became a master Googler, right? You go in there, because there wasn't a lot of content provided by Salesforce at that time. So you become a master Googler, you might be able to pull stuff up by ChatGPT, I don't know, but you Google whatever the topic is, Salesforce and then boom. Then you start going through the content and I found the community content was really great, just learning from the practitioners themselves and following along or on Trailhead doing the projects or anything that had the hands-on training. 'Cos then you're learning the concept, but then you're exercising the muscles and actually going through the step-by-step. And that's how I retain information better than if I just read it.

Mike Gerholdt: Gillian, you brought up a good point, the context. I actually had a friend a while back lose their job in that big retail layoff and showed them Trailhead, and that was the biggest problem that they ran into. Mind you, they're a college graduate in philosophy, which I mean, again, degree in canoeing. But really smart guy, didn't understand why things existed in the platform because they didn't have the context. And so I'm wondering if people that are asking this question, are trying to learn the platform agnostic of having any context to either maybe having the role or how organizations would use Salesforce.

Gillian Bruce: I will say in the dozens, I don't know, probably more than that, hundreds of presentations I've done as an evangelist in the last however many years. 'Cos again, I started Salesforce when I was nine years old, it keeps getting younger. It's weird. As the years go on, I started Salesforce as a younger person.

Josh Birk: Sooner later, child labor laws are going to be ...

Gillian Bruce: You're right. But the one thing that I have found that helps me explain what Salesforce is to people who don't know what Salesforce is, but know that maybe this is a career trajectory they might be interested in, they're like, "Okay, so how do I get certified? Okay, how do I do that?" I'm like, "Okay, but do you understand why people use this platform? Why do people build things in Salesforce? Why are there jobs for people who are Salesforce practitioners? Let's talk about big picture. Salesforce helps companies do X, Y, and Z." And you can pull out a handful of very general examples. And then doing that next level. Salesforce helps companies organize their customers data because then they're able to do better marketing to sell their widgets better. And it's that kind of trajectory of that context and that bigger picture I find really helps. And so if you are net new, you're like, "Great, I need a new job, or I want to get into the Salesforce ecosystem," don't just do it to be part of the Salesforce ecosystem. Understand what the technology does for companies, why do companies buy it? And I think a lot of times we bypass that and go straight to Trailhead. And I feel like that maybe is a piece for me. At least, that was very important to understand before I started learning the technology on top of it.

Mike Gerholdt: It's understanding why people would buy a car before you start working on the car to fix it.

Josh Birk: Well, and even the presence of the car, because as evangelists we all know part of our problem is convincing people we actually have a platform. It's not just CRM, and it can be extended through all sorts of custom data and processes and stuff like that. So there's people running around in a car, but they don't even realize there's multiple gears. I don't know. I'm losing the analogy here, Mike.

Mike Gerholdt: I know I boxed you in with that. Also, I could hear Gillian be like, damn, another Mike analogy about a car. Totally heard that.

Gillian Bruce: No. I'm so used to them. I'm be like, well, I mean, Josh, to add for the metaphor, I think what you were saying is like, "Well, sometimes you need a truck to do it and sometimes you need a fast car and sometimes you need a rider mower." And it all depends on what you're trying to accomplish. But Salesforce can do all of those things.

Josh Birk: I mean, I remember doing just a basic 101, here's how you build out a custom object type thing at a world tour. And somebody came up to me afterwards and they're like, "That was mind-blowing." And I'm like, "No."

Mike Gerholdt: No, there's so much more.

Josh Birk: You haven't seen the mind-blowing stuff. That was watching me put the rabbit in the hat and then being like, "I'm going to pull a rabbit out of my hat. That's how mind blowing that was."

Mike Gerholdt: Well, object permanency sometimes.

Josh Birk: Right.

Mike Gerholdt: I mean, but I think to that end, it's so, understanding the why, maybe that's where they get lost. Because Trailhead shows you the how and absent of being able to connect it to the why, to me, it sounds like understanding just how to do things on the platform is maybe where they're getting lost because Gillian, to your point, I would learn Omnichannel, but I wouldn't understand why I would do Omnichannel. So I could understand how to customize it. I just wouldn't understand how to talk about it or why I should care.

Josh Birk: And I think that's also speaks to, because our platform has gotten so broad. So we're talking about Salesforce Core for the most part, but I think you can ask those exact same questions about things like MuleSoft and even some of our clouds and things like that. It's like it's hard to know why you care until you've actually gotten into it, but it's also hard to learn it until why you care.

Mike Gerholdt: Absent of Trailhead, what role would help documentation, which I feel is its own group of things. And then just turning to the community play for each of you.

Jennifer Lee: I know when I first started, I was a data consumer of the Trailblazer Community. I was absorbing every single post that was posted, and then I was like, "Oh, well, this person has this problem. How did other people solve it?" And I'm like, "Oh, that's really cool." But I also recommend going to user groups, finding that local user group, going there and listening to what other people are facing, learning from their solutions as well, and networking.

Gillian Bruce: Jen, I think there's something to that as just being around it to understand how people talk about it and what types of problems they're solving. I mean, I remember still to this day, one of the first recommendations I say to people who are like, "Okay, I'm net new. What do I do?" It's like, "Okay, yes, learn what Salesforce does, learn the technology, but honestly, go be like a creeper in the Trailblazer Community." Maybe not creeper, creeper is the wrong word, but hover. Just listen. Just see what people are posting, see what answers are getting posted, see what questions are getting posted, see what's happening in their local Trailblazer group, even if you're like, "I don't want to go to a meeting yet." But just being around it and reading and consuming that I think is such a great way to get oriented in terms of, A. What are people doing as practitioners with Salesforce and B. What kind of problems are they solving and how? And I think that's, and even just the language, right? The jargon, what things are called, how we describe certain parts of the platform, I think that's one of the easiest things you can do to get yourself going in the Salesforce space.

Josh Birk: I mean it's part of our special sauce. It's part of the thing that makes Salesforce the communities distinct. I've had so many people in interviews who talked about learning the platform, and it's hard for us, I think, to say it without it sounding like hype. But we have a community that believes firmly in giving back to the community, and they learn from the community. And so they want to teach you the community. And there's no way of saying that without it making it sound like, I'm just trying to hype it, but it's like we've got rad women, we've got Salesforce Saturdays, we have people who spend time helping other people for free on this platform. And not every tech community out there is like that. And I totally agree with you, Jen. It's like that, don't miss that because it's a special thing out there. And especially now post pandemic, I feel like it's even easier than ever because I think there's still a virtual Salesforce Saturdays that's going on. Wherever you are, there's something that should be accessible to you.

Gillian Bruce: Well, and Jen and Mike, I mean, this is how you started your careers, right? I mean, you were members of the community, you were giving back, helping other people solve problems, being very active and participatory. I mean, you were evangelists outside of Salesforce before Salesforce hired you, right? I think that's what's so unique and special is because your authentic, there's an authenticity there to how vibrant the community is. 'Cos it's not just Salesforce pushing stuff out. It's what actual people are doing and saying and using,

Jennifer Lee: Sorry. Go ahead, Mike.

Mike Gerholdt: Look at these two evangelists, talk over each other. Go ahead, Jennifer.

Jennifer Lee: So when I joined the community, I was like, "Oh my goodness, these people are just going out of the way to help one another. Don't they have day jobs? What's going on here?" And then when I attended my first in-person event, I think it was Dreamforce, and I was telling my family, I'm like, "Oh, I'm getting to meet these people in person. They're my friends, but I've never seen them before." And they're like, "What? How's that possible?" So, as I mentioned, I was a data consumer, and then eventually I had enough knowledge where I'm like, "Oh, I know the answer to this, so I'm going to start typing." And it was, okay, well, these people before me who knew Salesforce were sharing their knowledge, their time. Now that I get, I'm building up my knowledge, well, I want to give back, too, because someone before me helped me and I'm going to help the people after me. And it's just this natural thing of wanting to give.

Mike Gerholdt: I think, so a lot of what you said, Jennifer, I was trying to think back as you were all talking, what was the catalyst that got me in?

Josh Birk: Because I feel like that's the next hurdle, right?

Mike Gerholdt: You kind of look at Salesforce, oh, there's a lot to learn. There's a lot of things on Trailhead and there's community, but it feels like a lot of work. And I often joke is being so passionate about vacuums that you would join a vacuum community.

Gillian Bruce: It sounds like it would suck.

Mike Gerholdt: I remember, so this was back when I was just turned 18 and it was 2006, because I'm following Gillian's Benjamin Button style of aging. But I was just fresh on Twitter, and I remember TweetDeck was a thing, and I started to call them like, "Oh, there's people I tweet about Salesforce." And up to that point, I had just tried to do it all myself. I'll just try to figure it out. And I remember I asked a question and I'm sure I can go back and try and find that tweet. It'd be cool. But I asked a question and I got 20 responses. And one of the responses, somebody was like, "Hey, send me a DM and I'll give you my email because I think we can solve this. I just need more than ..." it was 120 characters or whatever. Remember when Twitter had that limit? And I remember that. So I did that and it was probably a Thursday or a Friday, and then over the weekend I made a remark to somebody. I said, "This guy from Canada is going to email me this solution, and they're totally going to do it on their own time." And I remember thinking to myself like, wow, that's pretty neat. Maybe there's more to this. But it felt like, I don't know. And I think a lot of people approach that. They hear community and they hear all this stuff. I should be a part of it. And it's like, yeah, I don't, but it's until you just go out there and ask one question and then you see five different responses that are probably four different ways of solving a solution that you're like, oh, maybe there's something to this. And that was, for me, which then turned me into like, well, if I can get these answers and build this stuff, then why isn't, because Gillian, to your point, Salesforce wasn't putting that stuff out there. That was the gap, that was the void that Jennifer filled as well, too. Salesforce wasn't putting this stuff out there.

Gillian Bruce: I mean, it's special. It is something unique and it's something really special. It's one of the magical things about our community. Our community. Magical things about the Salesforce, just ecosystem in general, is the community. And until you're in it, it's very hard to describe it. It's very hard to explain it. And I love the stories that you both shared about, yes, so my family didn't quite get it, and I thought this was really special. It's something you don't find in other technologies, other platforms. And I think if you're trying to orient yourself and figure out where do I start? What do I do? I mean, yes, of course you need to learn the technology and go to Trailhead. There's a lot of great things there. I would start with the admin basics trail, if you're going on an admin path, or beginner admin trail, I think is what it's called. But honestly, get in the community. I mean, if nothing that you've heard between Mike and Jen and Josh, just dip in and let it wash over you.

Mike Gerholdt: I would add to that, simply ask yourself why you are trying to learn this and if it's interesting and fun for you. And I go back to that because I can still remember, Gillian, as you were talking, I was thinking back to the very first time, and this will date me to when I was 19 years old, in 2007, and I built my first workflow and it worked. And I remember sending an email to the sales team, and it was a simple workflow that literally just updated a field that was locked on a contact, based on a pick list value. And it was such a huge thing. And it gave me this sense of accomplishment that I feel probably was lacking that I wasn't getting in my current job. And that was that reason why. But unlocking that was, I was like, oh, I think I found something I'm passionate about. And I've always heard this quote that was, if you find your passion, you never have to look for your drive, because it will always be there, right? And I think for Jen, I always look at how innate her skill is to build stuff in flow, but it's because she found her passion in flow. And I don't share that passion. I would love to. Mine exists in other parts of the platform. But once you have that, then it feels like the wind is at your back.

Josh Birk: Well, I think the rise of flow is also interesting because it used to be developers would learn most of, they wouldn't get as expert in admin skills, but we were expected to know what a workflow was. We were expected to know what a validation rule was. We were expected to know what a formula was, et cetera. But flow is so much of its own skillset that it's, but also so powerful. If you want that thing in your resume that's going to help you get that next job, it's really an important one. But I think it also just speaks to not just the number of products and companies that Mark has bought over the last 10 years, but just to the power and the complexity of the platform itself.

Mike Gerholdt: Jen, Gillian, final thoughts?

Jennifer Lee: I think what's also important is as you're learning Salesforce, whatever that thing is, whether it's writing a validation rule or what have you, spin up a personal dev org and you can sign up for that and that will be yours forever. And what I do is I play around with things, right? If I'm trying to learn something new rather than mess up my company's org? I go and play out in my own sandbox, play around with it and get familiar with it. Build apps. Also use Salesforce for your personal lives. That's something that you're creating your own use cases, right? And then you're just using Salesforce as a solution, but then you're practicing using things in Salesforce.

Gillian Bruce: Well, and Jen, that's basically exactly what I was going to say. But not only are you practicing using Salesforce and building out the app, but you're practicing all the other things that come along with being an admin. If you are building out an app for your own personal use case, right? You're figuring out what are the requirements? How am I going to test this to make sure it works? I am the user of this, right? I remember I built an app to help manage my wedding as an excuse to tinker around with things. And I was like, "Oh my gosh, how would I do a guest list? How would I do all the event pieces of this?" And it was such a huge learning curve for me, and it helped lock in so many of these concepts of not only how do I build the thing, but why do I build the thing and how do I make sure the thing does what I want it to do? And I think there's no better way to learn than to build something for yourself. It also, if you make it nice, it's a good thing to demo if you're trying to get a job. Make a screencast, include it in the process of how you're looking for jobs. Shoot, post it on the Trailblazer community. Maybe somebody sees it is like, "Ooh, that person's got talent. I like what they're doing. Maybe they could be my next Salesforce admin." So it serves a lot of purposes, and so great recommendation done. And that is my number one thing to recommend to folks. Get your dev org, spin it up, build out your own use case. Use it as a demo going forward.

Mike Gerholdt: I couldn't agree more. And that gives you even more things to showcase to somebody to show your skill. Well, this is a great discussion. Thank you all.

Gillian Bruce: Thank you, Mike.

Mike Gerholdt: Thank you.

Jennifer Lee: Thanks for having me.

Mike Gerholdt: If you enjoyed this episode, I need you, the listener, to do one thing, and that is share it with somebody that you think would enjoy it as well. If you're listening on iTunes, all you got to do is tap the three dots and choose Share episode, then you can post it to social, you can text it to a friend, put it on any of the socials. And if you're looking for more great resources, like some of the links that probably Jennifer and Gillian and myself mentioned, you can always go to Everything Admin, which is admin.salesforce.com. And, of course, there will be a transcript and links in the show notes below. And, of course, I know we mentioned the Admin Trailblazer group, so you can join the conversation there in the Trailblazer community. Don't worry, link is also in those show notes. So, until then, we'll see you next week in the cloud.